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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK4 years Service code 18 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Custodial (securities); Investment ma... | $20,550 |
FABIAN & BYRN LLC4 years Service code 12 · EIN 25-1914887 425 EAGLE ROCK AVENUE · ROSELAND, NJ 07068 | Direct payment from the plan; Contrac... | $14,400 |
BACHELER & COMPANY PC5+ years Filed as: BACHELER & CO PC Service code 10 · EIN 23-2978066 400 S KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $12,045 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,986 | $136,307-92.7% | $177,827-94.4% | $73,493-86.4% |
| Participation rate | 87.4% | 86.1%+1.3pp | 87.7%-0.3pp | 70.7%+16.7pp |
| Annual return | 7.91% | 18.68%-10.8pp | 48.32%-40.4pp | 28.51%-20.6pp |
| Employer contribution / active EE | $2,822 | $3,712-24.0% | $5,918-52.3% | $2,270+24.3% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $65 | $596-89.1% | $12,429-99.5% | $513-87.3% |